Last modified by caterina on 2021/09/24 14:04
From version 9.1
edited by chris
on 2018/12/21 16:45
Change comment: There is no comment for this version
To version 10.1
edited by caterina
on 2021/09/24 14:04
Change comment: There is no comment for this version

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1 -Products - How to Manage Packages
1 +Packages - How to Manage Packages
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1 +Create and Manage Your Inventory
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1 -XWiki.chris
1 +XWiki.caterina
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4 4  
5 5  
6 6  {{id name="Start ScreenSteps Content"/}}
7 - This lesson will describe how to edit and delete packages.
7 +This lesson will describe how to edit and delete packages.
8 8  
9 9  Please refer to the Quick Start Guide - Packages for information on basic concepts and rules relating to packages, terms, and products and/or:
10 - Products - How to Create a Package Part 1: Create, Name, Attach Forms
11 - Products - How to Create a Package Part 2: Package Terms
12 - Products - How to Create a Package Part 3: Attach / Remove / Create a Product for complete detail on creating packages.
10 +Products - How to Create a Package Part 1: Create, Name, Attach Forms
11 +Products - How to Create a Package Part 2: Package Terms
12 +Products - How to Create a Package Part 3: Attach / Remove / Create a Product for complete detail on creating packages.
13 13  
14 14  === OPEN THE "MANAGE PACKAGES" WINDOW ===
15 15  
16 -=== 1. Select INVENTORY from the main menu. ===
16 +=== 1. Select SETUP from the main menu. ===
17 17  
18 - [[image:attach:INVENTORY Select.png||width="560"]]
18 +=== [[image:attach:Screen Shot 2021-09-23 at 4.20.31 PM (2).png||thumbnail="true" height="250"]] ===
19 19  
20 20  === 2. Select PACKAGES from the sub-menu. ===
21 21  
22 - [[image:attach:Package Select.png||width="560"]]
22 +=== [[image:attach:Screen Shot 2021-09-24 at 2.59.08 PM (2).png||thumbnail="true" height="250"]] ===
23 23  
24 24  This will bring you to a window displaying an alphabetical list of all products with the option to expand, edit, and/or delete each package. (See below)
25 25  
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29 29  
30 30  === QUICK EDIT ===
31 31  
32 -=== Click on the Expand icon to expand and show product details. ===
32 +=== Click on the Expand icon to expand and show package details. ===
33 33  
34 34  [[image:attach:media_1428438942438.png||align="center"]]
35 35  
36 -This will expand the product to show the Terms and Resources attached to the product.
36 +This will expand the package to show the Terms and Products attached to the package.
37 37  
38 -From this expanded view, you can edit a term, create a new term, remove a resource, or add an existing resource.
38 +From this expanded view, you can edit a term, create a new term, remove a product, or add an existing product.
39 39  
40 40  === To edit a term, click on the edit icon beside the term. ===
41 41  
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49 49  
50 50  This will open a pop-up window where you can quickly create and save the term.
51 51  
52 -=== To remove a resource, click the remove icon beside the resource. ===
52 +=== To remove a product, click the remove icon beside the product. ===
53 53  
54 54  [[image:attach:media_1428439474116.png||align="center"]]
55 55  
56 -=== To add a new resource, click "+ Add". ===
56 +=== To add a new product, click "+ Add". ===
57 57  
58 58  [[image:attach:media_1428439613481.png||align="center"]]
59 59  
60 -After clicking "+ Add", an empty drop-down menu will appear. Clicking in the empty space will bring up the drop-down menu to scroll through and select, or you can type in the name of the resource and select.
60 +After clicking "+ Add", an empty drop-down menu will appear. Clicking in the empty space will bring up the drop-down menu to scroll through and select, or you can type in the name of the product and select.
61 61  
62 62  To close the drop-down, click anywhere outside of it.
63 63  
64 -To add the selected resource(s), click the "Add" button. To cancel the addition, click "Cancel". (See below.)
64 +To add the selected product(s), click the "Add" button. To cancel the addition, click "Cancel". (See below.)
65 65  
66 66  [[image:attach:media_1428439822691.png||align="center"]]
67 67  
68 -Newly added resources will now appear in the list of resources for the product. (As shown below)
68 +Newly added products will now appear in the list of products for the package. (As shown below)
69 69  
70 70  [[image:attach:media_1428439961593.png||align="center"]]
71 71  
72 72  === FULL EDIT ===
73 73  
74 -=== Click the Edit icon to the right of the product name. ===
74 +=== Click the Edit icon to the right of the package name. ===
75 75  
76 76  [[image:attach:media_1428440608777.png||align="center"]]
77 77  
78 -This will bring you to the "Edit Product" window where you can make changes to Product Name, Product Description, Primary Form, Forms Attached, Terms, and Resources.
78 +This will bring you to the "Edit Package" window where you can make changes to Package Name, Package Description, Primary Form, Forms Attached, Terms, and Products.
79 79  
80 80  [[image:attach:media_1428440651935.png||align="center"]]
81 81  
82 82  (1) For further directions on editing Part 1, see "How to Create a Product: Part 1 - Create New Product, Name it, and Attach Forms".
83 - (2) For further directions on editingPart 2, see "How to Create a Product : Part 2 - Create Product Terms".
84 - (3) For further directions on editing Part 3, see "How to Create a Product: Part 3 - Attach / Remove / Create a Resource ".
83 +(2) For further directions on editingPart 2, see "How to Create a Product : Part 2 - Create Product Terms".
84 +(3) For further directions on editing Part 3, see "How to Create a Product: Part 3 - Attach / Remove / Create a Resource ".
85 85  
86 -=== DELETE A PRODUCT ===
86 +=== DELETE A PACKAGE ===
87 87  
88 88  === Click the delete icon. ===
89 89  
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168 168  {{/expand}}
169 169  {{/panel}}
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174 174  
175 175  **
176 176  **
177 177  
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179 179  
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185 185  
186 186  **
187 187  **
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189 -
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191 -
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192 192  {{/layout-cell}}
193 193  {{/layout-section}}
194 194  {{/layout}}
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Confluence.Code.ConfluencePageClass[0]
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1 -19038282
1 +66294
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1 -https://info.onecount.net//wiki/spaces/OD/pages/19038282/Products - How to Manage Packages
1 +https://info.onecount.net//wiki/spaces/OD/pages/66294/Packages - How to Manage Packages